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Dynamic Advisor Solutions’s McKesson MCK Stock Holding History

Dynamic Advisor Solutions’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972K Buy
1,286
+32
+3% +$25.4K 0.03% 498
2026
Q1 		$1.09M Buy
1,254
+136
+12% +$121K 0.03% 440
2025
Q4 		$917K Buy
1,118
+247
+28% +$202K 0.03% 475
2025
Q3 		$673K Buy
871
+12
+1% +$8.45K 0.02% 556
2025
Q2 		$630K Buy
859
+81
+10% +$57.2K 0.02% 552
2025
Q1 		$524K Buy
778
+111
+17% +$68.6K 0.02% 571
2024
Q4 		$380K Buy
667
+38
+6% +$21.3K 0.02% 481
2024
Q3 		$311K Sell
629
-33
-5% -$18.4K 0.01% 737
2024
Q2 		$387K Sell
662
-6
-0.9% -$3.34K 0.01% 690
2024
Q1 		$359K Buy
668
+159
+31% +$80.7K 0.01% 699
2023
Q4 		$243K Buy
+509
New +$231K 0.01% 778

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dynamic Advisor Solutions's MCK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its McKesson (MCK) stake by 2.6% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,286 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #498.

Dynamic Advisor Solutions first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2026. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Dynamic Advisor Solutions held 1,286 shares of McKesson worth $972K as of Q2 2026.
  • Dynamic Advisor Solutions bought 32 McKesson shares in Q2 2026, an estimated $25.4K.
  • McKesson made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #498 holding.
  • Dynamic Advisor Solutions first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Advisor Solutions's McKesson position peaked at $1.09M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.